Roles & permissions

Everyone on your team is an Owner, Manager, or Staff. The role decides what each person sees, and you fine-tune managers and staff from Settings.

1. 1

   Owner sees everything

   The owner always has full access to every feature and to Settings — nothing is hidden.

2. 2

   Manager and staff are narrower

   Managers run the day to day: every appointment, client and schedule, the warehouse, and the whole Services page, so they can create and edit services and packages and change prices. There is no separate toggle for that; every manager has it. They cannot open Settings, so billing, subscription, payment settings and integrations stay with the owner. Staff see only their own appointments by default, and staff can never create, move or edit another person's appointments — no permission unlocks that. Someone who needs to book for colleagues must be made a Manager.

3. 3

   Set or change the role

   Choose a role when you add someone (tick Grant Manager Access) or when you invite them (choose Staff or Manager). To promote or demote someone later, open Staff, click Edit on their card, and under Role Settings tick or untick Manager, then save. The Staff permissions page never changes anyone's role — it only sets what each role can do. Role Settings

4. 4

   Open Staff permissions

   Go to Settings and open Staff permissions. Only the owner can open Settings. Settings

5. 5

   Toggle and save

   Switch on abilities like Manage Staff, Manage Staff Shifts, Send Staff Invitations, and Accept Payments, then click Save Permissions. Save Permissions